Referrer's Toolkit
Your step-by-step guide to confidently referring clients for our full range of services. Whether it’s helping a director navigate financial distress, managing compliance through DirectorShield, preparing a business for sale, or supporting a business that’s struggling to break through growth ceilings — we make referrals simple and effective.
How a Director's Advocate can Help your Clients
We’re a trusted, experienced partner who complements – not competes with – your services.
Manage Financial Distress
Are your client's receiving threatening letters from creditors? Is their ATO repayment plan unreasonable? Are they having trouble sleeping? We can help them navigate financial distress with confidence.
Run their Business with Confidence
DirectorShield gives your client's real-time insight into their compliance, financial health, and business performance, so they can lead without second-guessing.
Strategically Exit the Business
Whether it be an insolvency exit, preparing for a business sale or business succession planning, we guide your clients through the process, maintaining a focus on achieving their personal and financial goals.
Free Referrer Benefits
We’re here to help you help your clients, whether they need urgent financial triage, compliance support, sale preparation, or growth strategy.
Free Team Training
Free training for your team on business compliance and how to spot and deal with financial distress.
Access to our Director's Advocates
Full onboarding support and unlimited phone support from our team of Director's Advocates - all free for our referrer network.
Earn Recurring Revenue
With DirectorShield, help your clients stay protected, and earn additional recurring revenue while you do so.
Become a DirectorShield Referrer >
Tools for Referrers
Use these ready-to-go resources to make referrals easier and more effective.
Free Team Training
Guides and Resources
Guide to Director's Penalty Notices
Learn about DPNs and how they can affect your clients.
Helpful Tools
Financial Distress Working Paper
This interactive form is designed to contribute to an accountant's year end tax preparation working papers.
Think we can work together?
Let's Have a Chat!
We're based in Brisbane, Queensland, however work with referrers and clients all around Australia.
The first meeting with your client is completely free, so reach out via any of the methods on this page to book a meeting.
Chat with Scout
Chat with Scout using the chat icon in the bottom right corner of your screen.